Request Headers: --> Lena Budraitis-Financial Planner & Insurance Agent - Northwestern Mutual Financial Network - Wall - Financial Advisor Trainee - Job Description

Financial Advisor Trainee

Posted: 01/05/2024

If you are outgoing, have high energy, and love new challenges everyday then this is something you want to explore. This is an excellent opportunity for individuals with an entrepreneur mindset, who desire to run their own business, be their own boss, flexibility to make their own schedule, and still have the luxury to be backed by a Fortune 100 Company.

While 2 years of client facing experience is preferred, it is not needed. What is a MUST, is someone who strives in a fast pace environment with new challenges daily.

Responsibilities for Year 1:
Learn to build your own Financial Planning Practice by guiding and coaching clients toward their financials goals
Learn to be a multiplier and lead by example
Learn how to attract and build a team
Pass Exams: Life, Health, SIE, Series 6, Series 63

Responsibilities for Year 2:
Have an official Leadership Role, and mentor new advisors to build what you have built in Year 1
Continue to run your own Financial Planning Practice

Responsibilities for Year 3 through Retirement: we will discuss in our interview, as that is something that is very unique but that you control. You are in the driver seat. You decide where this goes long term, with our support.

Northwestern Mutual Financial Network - Wall Twp
Lena Budraitis